There are three major types of tasks coming from UW to agents: To Do New Business App Sent back for Info Approved New Business App. A. To...
Go to the History Tab of the policy. Click on prior term (second from top). When in prior term, start transaction. Complete transactio...
Create an application, and on the left, you will see 'Review and Submit' button. When the New Business application or Endorsement Applicati...
All policy attachments need to be directly attached to the policy file for the security of the insured and to complete the policy file. ...
Each underwriter has their own Inbox with all their New Business, Endorsements, and Cancellations Submitted for Approval separated out and in date...